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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,890 | $150,207+11.1% | $120,380+38.6% | $145,978+14.3% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 15.79% | 154.28%-138.5pp | 107.28%-91.5pp | 550.52%-534.7pp |
| Employer contribution / active EE | $1,565 | $4,351-64.0% | $3,465-54.8% | $4,662-66.4% |
| Participant deferral / active EE | $4,886 | $6,175-20.9% | $4,992-2.1% | $6,690-27.0% |
| Admin fee / account holder | $398 | $12,203-96.7% | $9,421-95.8% | $13,400-97.0% |